Robert A Frenkel

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 08/2023
  Jp Morgan Securities Inc
  New York, NY
• 03/2007 → 08/2023
  Jp Morgan Chase Bank
  New York, NY
• 08/2023 → Present
  Wells Fargo Advisors Financial Network, Llc
  Beachwood, OH

Previous Registrations

• 2023-02-23 → 2023-08-01
  J.P. Morgan Securities Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

MILLBURN SHORT HILLS HISTORIC PRESERVATION COMMISSION; NOT INV. RELATED; MILLBURN, NJ; COMMISSIONER; HISTORICAL SOCIETY; START DATE 1/2016; 1-3 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES: SAFEGUARD HISTORIC CHARACTER OF MILLBURN, NJ COMMUNITY. ROBERT FRENKEL LLC; INV. RELATED; SHORT HILLS, NJ; 100% OWNERSHIP; FINET PRACTICE; START DATE 8/1/2023; 200 HRS PER MONTH; 8 HRS DURING TRADING; DUTIES: ADVISOR. PRINCETON HARRIMAN INSURANCE SOLUTIONS, INVT RELATED, SARASOTA, FL, FINANCIAL ADVISOR, START DATE 12/1/2024, 8 HRS PER MONTH AND DURING TRADING, FOR INSURANCE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-23
• S63 Uniform Securities Agent State Law Examination
  1997-09-23

Designations

• Certified Financial Planner

Other Names

• Robert Ariel Frenkel